Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101B
AUM Growth
+$4.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,934
New
Increased
Reduced
Closed

Top Buys

1
+$3.03B
2
+$2.89B
3
+$226M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$187M
5
V icon
Visa
V
+$141M

Top Sells

1
+$2.16B
2
+$941M
3
+$593M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$369M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$293M

Sector Composition

1 Technology 3.42%
2 Financials 1.38%
3 Consumer Discretionary 1.15%
4 Healthcare 1.11%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$16.4K ﹤0.01%
680
2452
$16.4K ﹤0.01%
1,352
2453
$16.4K ﹤0.01%
513
-935
2454
$16.4K ﹤0.01%
525
-1
2455
$16.4K ﹤0.01%
9
-19
2456
$16.3K ﹤0.01%
5,915
2457
$16.2K ﹤0.01%
226
+85
2458
$16K ﹤0.01%
250
+142
2459
$16K ﹤0.01%
59
-5
2460
$16K ﹤0.01%
500
2461
$16K ﹤0.01%
263
2462
$15.9K ﹤0.01%
464
+3
2463
$15.9K ﹤0.01%
1,578
-259
2464
$15.9K ﹤0.01%
+1,258
2465
$15.8K ﹤0.01%
3,037
+47
2466
$15.8K ﹤0.01%
1,492
+1,202
2467
$15.7K ﹤0.01%
360
2468
$15.7K ﹤0.01%
127
-73
2469
$15.7K ﹤0.01%
2,125
2470
$15.7K ﹤0.01%
+300
2471
$15.7K ﹤0.01%
252
2472
$15.6K ﹤0.01%
1,403
-1,496
2473
$15.6K ﹤0.01%
135
-893
2474
$15.5K ﹤0.01%
1,475
+420
2475
$15.5K ﹤0.01%
130
-34
97 98
99
100 101